CLARK FINANCIAL SERVICES GROUP INC /BD ECG — EVERUS CONSTR GROUP

Ownership history in CLARK FINANCIAL SERVICES GROUP INC /BD  ·  5 quarters on record

AI Ownership Summary

CLARK FINANCIAL SERVICES GROUP INC /BD reported EVERUS CONSTR GROUP (ECG) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.66% in 2024 Q4. The latest visible filing shows ECG at 0.64% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ECG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CLARK FINANCIAL SERVICES GROUP INC /BD's position in EVERUS CONSTR GROUP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ECG was reported at 0.64% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.66% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ECG stock page CLARK FINANCIAL SERVICES GROUP INC /BD fund profile CLARK FINANCIAL SERVICES GROUP INC /BD full holdings
How CLARK FINANCIAL SERVICES GROUP INC /BD held ECG — position size vs. price
% of Fund (quarterly)    ECG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 13,067 — 0% 0.64% $1.2M 2026-02-14 (Est.) $105.16
2025 Q3 UNCHANGED — — — 13,067 — 0% 0.60% $1.1M 2025-10-31 $90.89
2025 Q2 UNCHANGED — — — 13,067 — 0% 0.51% $830K 2025-08-12 $75.80
2025 Q1 UNCHANGED — — — 13,067 — 0% 0.34% $485K 2025-05-15 $61.24
2024 Q4 INITIATED — — — 13,067 — — 0.66% $859K 2025-02-14 $48.14

🏢 Other funds also holding ECG

As of 2026 Q1 — sorted by position size

Hudson Value Partners, LLC 3Y 2.71% WASATCH ADVISORS LP 3Y 7Y 2.37% Cascade Investment Advisors, Inc. 3Y 7Y 1.62% Steadtrust LLC 0.66% Register Financial Advisors LLC 3Y 0.61% Quantum Private Wealth, LLC 3Y 0.59% MONTGOMERY INVESTMENT MANAGEMENT INC 3Y 7Y 0.4% Oak Thistle LLC 3Y 0.24% IVC Wealth Advisors LLC 3Y 0.22% First PREMIER Bank 3Y 7Y 0.18%

FAQ About CLARK FINANCIAL SERVICES GROUP INC /BD and ECG

These are the practical questions this page is built to answer before you even open the full history table.

How long has CLARK FINANCIAL SERVICES GROUP INC /BD reported owning ECG?

CLARK FINANCIAL SERVICES GROUP INC /BD reported ECG across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported ECG position in CLARK FINANCIAL SERVICES GROUP INC /BD's portfolio?

The largest reported portfolio weight for ECG was 0.66% in 2024 Q4.

What is the latest reported ECG position on this page?

The most recent filing on this page is 2025 Q4, when CLARK FINANCIAL SERVICES GROUP INC /BD reported 13,067 shares, equal to 0.64% of portfolio, with an estimated market value of $1.2M.

What does the chart on this ECG ownership page compare?

The chart compares CLARK FINANCIAL SERVICES GROUP INC /BD's quarterly ECG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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